Advisory Research Investment Management

Solutions

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

Small Cap Growth

Small Cap Growth

Investment Strategy

The Small Cap Growth strategy seeks to provide long-term capital appreciation and performance superior to that of its benchmark, the Russell 2000 Growth Index, by investing primarily in small cap companies that are experiencing or are positioned to experience above-average earnings growth.

Key Facts

Market Cap Range: Generally within the range of the Russell 2000 Growth Index
Inception Date: January 1, 2000
Investment Vehicles: Separately Managed Account

Thought Capital

MLPs – A Good Time to Invest?

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MLP Team: Our View of Hurricane Harvey’s Impact

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2Q 2017 MLP Market Commentary

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